Setting Up the Portal

The customer portal gives your customers self-service access to their quotes, orders, and invoices. They can browse your product catalogue, accept quotes, and pay invoices online.

Enabling the Portal

The portal is available on your account subdomain. Each customer gets their own login credentials. When you create a customer contact, they receive an invitation email with a link to set up their portal account.

Portal Features

Through the portal, customers can view and accept quotes, track order status, browse your product catalogue, add items to a cart, and pay invoices. All activity is synced back to your dashboard in real time.